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Search Estimated Payments (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE Estimated Payments

Data locking

You can lock estimated payments for each time period. When you lock a consolidated entity, all entities for the filing group are also locked for that jurisdiction. Locking entities is also the first step in the process to transfer estimated payments information to ONESOURCE Income Tax. It's also the first step to transfer payments to ONESOURCE Calendar.

Lock estimated payments

  1. Go to
    Locking
    .
  2. Select the
    Year
    .
  3. Select either a
    Filing Group
     or
    None Selected
    . If you select
    None Selected
    , the system displays all entities in all filing groups for the year.
  4. To filter additional information, select a specific entity, jurisdiction, and a time period.
  5. Select
    Load
    .
  6. If you select a filing group in the filter, you can select the consolidated entity which will also lock the member entities automatically. Remove the check box to unlock the entity.
    note
    To update data in locked entities, unlock the entities first by removing the check in the check box.
Locking in Estimated Payments also sends the payments and dates to ONESOURCE Income Tax.